$CURLF: the “steady grind” quarter you want to see. ✅ Rev ≥ $330M (+4% QoQ) ✅ ~48.5% adj gross margin (FY ~50%) ✅ Pruning non-core ops + tightening balance sheet ahead of 2026 maturities This is what de-risking looks like. Rescheduling optionality = huge upside kicker.

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PJM failed to procure adequate capacity for the first time in 29 years. Data centers now consume 40% of the $16.4B grid enhancement budget. Utilities see 5-7% EPS growth. But Wall Street is pricing in smooth execution. What about the political backlash? streetstocker.com/ai-power-crisi…

DRAM prices exploded 172% last year. 2026 brings 47-55% more increases. Here's why: AI isn't competing for chips anymore—it's confiscating them. South Korea's 75% supply dominance + structural shortage through 2027 = a problem no amount of capex fixes this quarter.

Davos 2026: $600B in AI capex committed. But Wall Street is pricing chips without pricing power. The binding constraint isn't semiconductors—it's electricity. 4-7 year grid connection timelines. 30% of capacity sitting idle. The alpha is in the infrastructure layer.

$69M trade filing. 70.9% returns in 2024. Pelosi isn't selling tech—she's restructuring it. Shares out, LEAPS in. Same upside, capped downside. The signal: Reduce beta, maintain gamma, follow the power grid. AI's next leg isn't chips. It's infrastructure.

ASML: €13.2B bookings (109% beat) and €7.4B EUV orders. China exposure drops to 20% by 2026. The AI infrastructure thesis survives geopolitical headwinds—but how long does capex growth last? streetstocker.com/asml-q4-2025-e…

If rescheduling is truly imminent, why are MSOs still issuing expensive debt? That contradiction is getting loud. $MSOS

Guys…. I’m hearing there might be a final rule on schedule III… SOON $MSOS

Trump nominates Kevin Warsh as Fed Chair. Markets yawned. They shouldn't have. Warsh's rate cuts + QT combo has never been tried. Senate blockade threatens confirmation. And his 40-year hawkish instincts may reassert once he's in the chair. streetstocker.com/kevin-warsh-fe…

Meta +10%, Microsoft -10% on the same day despite similar AI capex announcements. The market verdict: spending that feeds proven revenue (Meta's $60B ad platform) beats spending on unproven monetization (Copilot at 3.3% conversion). Proof over promise. streetstocker.com/ai-capex-diver…

Software's worst day since 2008. Microsoft lost $357B despite BEATING earnings. The market isn't pricing broken businesses—it's pricing AI eating software margins. But is the panic overdone? streetstocker.com/great-software…

$NVDA moat starting to weaken? I think $AMZN Tranium chips are a bigger deal than market thinks.

Anthropic is cooking. #ClaudeCode #ClaudeAI #Anthropic

AWS grew 24% (fastest in 13 qtrs), $244B backlog (+40%), custom chips hit $10B run rate. Market sold off 10% on $200B capex. Same playbook as 2014-2017. That worked out pretty well for patient holders. streetstocker.com/amazon-earning…

Bitcoin crashed 52% to $60K in 122 days. $2.65B liquidations (83% longs), ETF buyers became sellers. The question isn't 'will it bounce'—it's 'is the hidden forced seller done?' That uncertainty changes everything for the next 6-12 months.

Retail sales flat in December — 0.0% vs +0.4% expected. Dow hit 50,513 the same day. Last time markets set records while consumers cracked: October 2007. Rate cuts can't fix a tariff tax. streetstocker.com/december-retai…

Did Pam Bondi get asked any questions on the Rescheduling EO today? Asking for a friend. $MSOS

Markets cheered Friday, reversed Monday. That two-day arc is the whole story. SCOTUS didn't end tariff uncertainty — it compressed it into a hard July 24 deadline. Section 122 expires in 150 days. The $175B refund clock is also ticking. streetstocker.com/ieepa-tariff-r…